AP Executive seeks a Senior Relationship Manager in Zürich to manage UHNW portfolios and drive significant asset growth through proactive client acquisition and advisory services.
This position focuses on serving ultra-high-net-worth entrepreneurs and private individuals. The primary objective is to attract a substantial book of business, with a target of CHF 50 million in the first year and a preference for CHF 100 million.
Responsibilities
- Identify and secure new high-net-worth and ultra-high-net-worth clients through proactive outreach.
- Take full responsibility for growing sustainable Net New Assets and increasing the overall Assets Under Management.
- Act as a dedicated advisor, collaborating with internal experts to create tailored wealth management strategies.
- Ensure strict compliance with AML/KYC rules, FINMA regulations, cross-border standards, and internal risk protocols.
- Regularly review client portfolios and track market trends to align investments with individual risk tolerances and long-term goals.
Requirements
- Possession of a verifiable and transferable client asset book.
- Minimum of seven years of experience within a single organization in private banking, wealth management, or independent asset management.
- A strong commercial mindset with proven skills in business development, negotiation, and networking.
- Extensive knowledge of asset allocation, macroeconomic shifts, and strategies for multi-generational wealth transfer.
- Thorough understanding of domestic and international private banking regulations and cross-border compliance frameworks.
- A university degree in business, economics, finance, banking, real estate, law, marketing, or a related field.
Nice to have
- Holding a master’s degree or other advanced academic qualification.
What the company offers
- Access to a robust platform featuring a wide range of products and service lines.
- Support from comprehensive compliance and KYC procedures.
- A competitive fixed base salary.
- An attractive bonus structure.
Quelle: öffentlich zugängliche Karriereseite des Arbeitgebers. Batchly ist nicht der Arbeitgeber und steht nicht notwendigerweise in einem Vertragsverhältnis mit dem Unternehmen.